A Debtors details can be copied to another Debtor by selecting the Copy Debtor button – all details except transaction details are copied.

Copy a Debtor

1. Make sure the debtor / agent to be copied is displayed (see Create a New Debtor or Retrieve an Existing Debtor).
2. On the Debtors Details screen, click Copy Debtor.
   

   

3. On the blank Copy Debtor screen, enter a Code and Agent name for the new debtor (replace text already in the Agent field if necessary).

   NOTE: The code must be unique.

   

   For example:

   

4. Click OK to keep the changes and save or update the entry.

   

5. Click Exit to discard any changes.

   

Any detail that needs to be changed in the newly copied Debtor can be accessed via the tabs within the debtor.